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Back to Bucket Plan Basics: Episode 1
Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand — The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.
Resources:
The Bucket Plan® Book
The Bucket Plan® Audiobook
The Bucket Plan® Training
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By C2P
4.2
66 ratings
Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand — The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.
Resources:
The Bucket Plan® Book
The Bucket Plan® Audiobook
The Bucket Plan® Training
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